Services Offered:
Financial Planning:
“Financial planning subject areas” denotes the basic subject fields covered in the financial planning process which typically include, but are not limited to:
- Financial Statement preparation and analysis (including cash flow analysis/planning and budgeting)
- Insurance Planning and Risk Management
- Employee Benefits Planning
- Investment Income Tax Strategies
- Investment (pre-retirement) Planning
- Retirement Income Planning
- Pre/Post Divorce Planning
- Charitable Planning
- Estate/Legacy Planning
- Education Planning
Investments:
- Mutual Funds
- ETFs – Exchange Traded Funds
- Individual Stocks
- MLPs – Managed Limited Partnerships
- REITs – Real Estate Investment Trusts
- Socially Responsible Investments
Risk Management:
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Health Insurance
Types of Accounts:
- Educational IRA – 529 College Savings
- UTMA/Custodial Accounts
- Traditional IRA & Rollovers
- Roth IRA & Conversions
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Group Retirement Plans – 401(k), 403(b)